Aegis Wealth Group

Specialties

Retirement Planning

Retirement Income

Accredited Investors

1031 Exchanges

History

Established in 2005.

Roy Jones and his brother, Joshua Jones, started Aegis Wealth Group with a simple idea: What would we want if we were customers? The answer to this has driven our decisions from pursuing extensive education to investing in cutting-​edge technology to give our clients an edge in retirement.

We invite you to take a closer look at how our leadership integrating the three areas of family wealth management: financial planning, financial plan implementation and portfolio management, may make a measurable improvement in the security and control over wealth during a lifetime.

Meet the Business Owner

Roy J.

Business Owner

Roy developed his values as a financial advisor first in the U.S. Army in 1992, and later in 1998 going door to door to help families become (and stay!) financially self-​reliant: Candor; skepticism; innovation; intellectual growth; humility and integrity. These values are woven into the fabric of Aegis Wealth Group and clients not only noticed, they told their friends.

After studying in Provo and Jerusalem, Roy earned a B.A. in International Relations and a Minor in Military Science from Brigham Young University. He was then awarded a Graduate Certificate in Financial Planning from Westminster College and later became a CFP® Professional. He went on to earn a Master of Business Administration degree with an Emphasis in Financial Planning from Westminster College. Roy is a member of the Financial Planning Association and through the FPA, provides pro bono workshops to under-​served individuals.